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SIE: Investment Companies & Packaged Products
SIE practice questioneasyPolitical Contributions / Pay-to-Play

FINRA Rule 2030 (pay-to-play) applies to which type of business?

  1. ADistribution of government investment contracts to covered investment pools✓ Correct answer
  2. BRetail brokerage services to individual investors
  3. CSales of municipal securities only
  4. DInvestment banking activities with corporate clients
Explanation

Why ADistribution of government investment contracts to covered investment pools

FINRA Rule 2030 is a pay-to-play rule that restricts covered members from engaging in distribution or solicitation activities for compensation with a government entity on behalf of a covered investment pool (such as a public pension fund) for two years after a political contribution to an official of that government entity. This is similar to MSRB Rule G-37 but applies to the distribution side of investment management rather than municipal securities underwriting. MSRB G-37 covers municipal securities dealers specifically.

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